+425.9%
CORZ vs FIVN
-62.1%
+488.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.8% | -0.7% | -2.9% |
| 7D | +7.6% | -9.6% | +17.2% | +9.4% |
| 30D | -6.9% | -11.9% | +5.0% | -5.2% |
| 3M | -33.0% | +40.1% | -73.1% | -38.8% |
| 6M | +19.3% | +68.3% | -49.0% | +1.0% |
| YTD | +24.2% | +51.5% | -27.2% | +7.3% |
| 1Y | +24.5% | +15.1% | +9.4% | +18.5% |
| All | +425.9% | -62.1% | +488.0% | +508.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling